Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Morningstar, Inc. | 54,657 | reported | 31 Jan 2014 | tx 504+263,826−408,908 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2014 | GRANT_AWARD | Morningstar, Inc. | 18 | 0.00 USD | |
| 31 Oct 2013 | GRANT_AWARD | Morningstar, Inc. | 12 | 0.00 USD | |
| 31 Jul 2013 | GRANT_AWARD | Morningstar, Inc. | 13 | 0.00 USD | |
| 18 Jun 2013 | SALE | Morningstar, Inc. | 5,000 | 74.96 USD | |
| 06 Jun 2013 | SALE | Morningstar, Inc. | 5,000 | 70.39 USD | |
| 22 May 2013 | SALE | Morningstar, Inc. | 4,700 | 69.75 USD | |
| 22 May 2013 | SALE | Morningstar, Inc. | 300 | 70.41 USD | |
| 15 May 2013 | GRANT_AWARD | Morningstar, Inc. | 5,429 | 0.00 USD | |
| 15 May 2013 | TAX_WITHHOLDING | Morningstar, Inc. | 1,706 | 69.99 USD | |
| 07 May 2013 | SALE | Morningstar, Inc. | 5,000 | 66.76 USD | |
| 30 Apr 2013 | GRANT_AWARD | Morningstar, Inc. | 25 | 0.00 USD | |
| 28 Dec 2012 | GRANT_AWARD | Morningstar, Inc. | 27 | 0.00 USD | |
| 01 Nov 2012 | EXERCISE | Morningstar, Inc. | 2,500 | 8.57 USD | |
| 01 Nov 2012 | SALE | Morningstar, Inc. | 400 | 63.32 USD | |
| 01 Nov 2012 | SALE | Morningstar, Inc. | 2,100 | 64.36 USD | |
| 01 Nov 2012 | EXERCISE | Morningstar, Inc. | 2,500 | 0.00 USD | deriv |
| 31 Oct 2012 | GRANT_AWARD | Morningstar, Inc. | 21 | 0.00 USD | |
| 31 Jul 2012 | GRANT_AWARD | Morningstar, Inc. | 23 | 0.00 USD | |
| 15 May 2012 | GRANT_AWARD | Morningstar, Inc. | 6,855 | 0.00 USD | |
| 15 May 2012 | TAX_WITHHOLDING | Morningstar, Inc. | 1,401 | 55.43 USD | |
| 30 Apr 2012 | GRANT_AWARD | Morningstar, Inc. | 19 | 0.00 USD | |
| 12 Mar 2012 | SALE | Morningstar, Inc. | 4,015 | 59.61 USD | |
| 12 Mar 2012 | EXERCISE | Morningstar, Inc. | 4,015 | 10.95 USD | |
| 12 Mar 2012 | EXERCISE | Morningstar, Inc. | 4,750 | 10.95 USD | |
| 12 Mar 2012 | EXERCISE | Morningstar, Inc. | 4,750 | 0.00 USD | deriv |